1040-SR draft

[kathyc2]

Trump tax law required special form for seniors. Looks same to me as the "postcard" 1040, just bigger print and standard deduction amount printed on form.. LOL! https://www.irs.gov/pub/irs-dft/f1040s--dft.pdf

[Lion]

Why are they picking on all of us aging baby boomers?!

[kathyc2]

Discrimination! Everyone should be able to use the larger print version! I'm not 65 yet, but have a magnifying glass on my desk to read some small print.

[FEDUKE404]

So, help me out here.
What determines when it is "appropriate" to file the Form 1040-SR instead of the Form 1040?? Is the choice optional?
(I must be missing something, other than the larger print.)

FE

[kathyc2]

So, help me out here.
What determines when it is "appropriate" to file the Form 1040-SR instead of the Form 1040?? Is the choice optional?
(I must be missing something, other than the larger print.)

FE

You're not missing anything. It's a political stunt just like the postcard was. Filing would not be any different as line numbers and info is exactly the same. I find it more readable, and definitely a better choice for people who hand write to paper file.

[FEDUKE404]

You're not missing anything. It's a political stunt just like the postcard was. Filing would not be any different as line numbers and info is exactly the same. I find it more readable, and definitely a better choice for people who hand write to paper file.

Sounds about right.
So, for a professional tax preparer who should/must/does efile all tax returns, or de minimis prepares a computer-generated paper return for the client to file. . .this whole Form 1040-SR is essentially a non-issue?
(I guess you could give the client the 1040-SR if they wish the larger print?)

FE

[kathyc2]

I'm guessing it will depend on software. When we had A and EZ i would enter on my screen as if it was regular 1040. Then I had printing set up to print shortest form available.

[Lion]

I always use the regular 1040 only, so will continue to do so.